James Aid
Managing Director - Financial Advisor at Rbc Wealth Management
Based in Nashville, United States
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Seniority
Director
Department
Finance & Accounting
Location
Nashville
Industry
Financial Services
Company size
8.3K
Contact information
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j•••••••@rbcwealthmanagement.com
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Background
About James Aid
My focus is to work with individuals and institutional clients building a strategic framework that helps them make sound financial decisions. I am well-versed in the dynamics of financial behavior as it relates to organizations and individuals, and helping to clarify their financial objectives. I am a member of RBC Wealth Management's Institutional Consulting Group and serve as a member on their Retirement Advisory Group. I have also been accepted as a member of the Retirement Advisors Council, which was formed in 2009 and is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. I joined RBC Wealth management in 2018 helping to launch their new office in Nashville, TN. I received my Bachelors of Business Administration degree from Middle Tennessee State University and the Accredited Investment Fiduciary (AIF®) certification from Fi360. Opinions and comments expressed by Linkedin members are those of the person submitting them and do not necessarily represent the views of the creator of this profile nor their firm. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, KS, KY, MN, MO, MS, NC, OH, PA, SC,TN, TX. CONTACT INFORMATION: 818 18th Ave. South, Suite 100, Nashville, TN 37203 615-985-9512 james.aid@rbc.com
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